Adding Comments to Email

Comments are a way to help controllers keep aligned with company policy, direct internal teams on actions, or simply as a reminder. Comments are attached to individual email records and are explicitly hidden from the view of the end user.

Adding and viewing comments on emails is limited to the following roles - Administrator, Compliance Officer, Reviewer, and Search Admins.

Each comment can have a maximum of 255 characters, while each email can have a maximum of 50 comments.

When a comment is added to an email, any of the specified roles can view the comments and make additional comments as necessary.  To get the most out of the comments feature, it is recommended that a standard methodology be used for adding, editing, or replying to comments.  We also recommend deleting comments once the comment is no longer needed.

Comments will contain the user who created the comment and the date stamp of when that comment was created. When a comment is edited the original time stamp will be replaced with the date stamp at the time of the edit, as well as an icon showing that the comment was edited.  

Once a comment has been added to an email message, that comment will be viewable until the comment is either deleted, or the email is removed from the system based on your configured retention policy.

To add a comment to an email from the Table View, first select open for the record you would like to add a comment to. On the right side of the screen in the header pane, find the comments option and enter your comment.

To add a comment to an email from the Panel View, first select the record you would like to add a comment to. Select comments, which is next to "Tag this email", "Hold", "Comments" and enter your desired comment.